Filed July 17, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,654 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,977 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,444 | $54,320+114.4% | $67,652+72.1% | $52,331+122.5% |
| Participation rate | 98.7% | 73.6%+25.1pp | 75.7%+23.1pp | 68.1%+30.6pp |
| Annual return | 1.16% | 6.81%-5.6pp | 6625.04%-6623.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $3,164 | $1,544+105.0% | $2,266+39.7% | $1,882+68.1% |
| Participant deferral / active EE | $4,574 | $2,950+55.0% | $3,560+28.5% | $3,022+51.4% |
| Admin fee / account holder | $70 | $527-86.7% | $4,821-98.5% | $592-88.1% |